Delivery/retail (non-food) business growing much faster than expected

Delivery/retail (non-food) business growing much faster than expected | the expansion into grocery, into every single part of retail, whether it's Best Buy or makeup or Sephora, etc. has been has been growing much much faster than we expected.

the expansion into grocery, into every single part of retail, whether it's Best Buy or makeup or Sephora, etc. has been has been growing much much faster than we expected.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "much faster than expected",
  "url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "context": "the expansion into grocery, into every single part of retail... has been has been growing much much faster than we expected... That business is is just exploding for us.",
  "to_year": 2026,
  "verbatim": "the expansion into grocery, into every single part of retail, whether it's Best Buy or makeup or Sephora, etc. has been has been growing much much faster than we expected.",
  "conv_cues": "growing much much faster",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "Current/ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Uber non-restaurant deliveries reach $12.5B annual run rate by end of 2025",
      "source": "https://www.pymnts.com/news/retail/2025/uber-eats-growth-grocery-retail-delivery-business/",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://www.pymnts.com/news/retail/2025/uber-eats-growth-grocery-retail-delivery-business/",
      "expected_date": "2026-02-04",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Uber Q4 2025 earnings call confirms non-restaurant delivery annual run rate of approximately $12.5 billion"
    },
    {
      "kind": "llm_pre_event",
      "label": "Uber Q4 2025 delivery revenue grows 30% YoY to $4.9B",
      "source": "https://investor.uber.com/news-events/news/press-release-details/2026/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2025/default.aspx",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://investor.uber.com/news-events/news/press-release-details/2026/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2025/default.aspx",
      "expected_date": "2026-02-04",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Uber Q4 2025 earnings release shows delivery revenue at or above $4.9B with 30% YoY growth"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Uber adds 1000+ new retail partners in 2026 including marquee names",
      "source": "https://www.ainvest.com/news/uber-strategic-retail-expansion-growth-engine-demand-commerce-2509/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
    
... (truncated)